Fed easing should commence this fall, with some fiscal boost coming in 2026.
We think the best course to take in markets is owning conservatively capitalized companies with faster-than-average growth potential.
Amid a tech-led rebound and ongoing macroeconomic uncertainty, the Fiera Apex US SMID Growth Strategy remained focused on high-quality, secular growth opportunities, with strong contributions from...
By thinking in years instead of months or quarters, noise macro uncertainty tends to fade.
Our long-term returns are highly correlated with the Portfolio’s underlying earnings growth.
In June, The Nasdaq-100 (NDX) returned 6.34% vs. 5.09% of the S&P 500.
News of a trade deal between the US and China reduced the odds of a recession, sparking a rally in risk assets. The S&P 500 rose 5.4% in sterling terms, supported by another strong earnings season,...
In our latest roundup of key developments in markets and economies, we look back on another week dominated by tariff headlines.
Stocks: Tech Rally Sends Nasdaq Near Record Amid Dovish Fed Hints; Foreign Equities Falter On Tariff Fears As Asian Equities Lead, Import Levies Take Copper Prices To All-Time High.
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